Client "portal" vs "CRM"

Question

Hello Mike,\u000a\u000aThis seems like a very interesting offer, but from what I’ve seen, there is a steep learning curve. Before I invest my time in learning it, I wanted to make sure the platform can support my needs, as I couldn’t find direct answers.\u000a\u000aI have multiple clients, some with CRMs (Salesforce, for example) and some without.\u000aIn all scenarios, I want my clients to log in using something like app.mydomain.com, which I saw you support.\u000aHowever, I do not want to resell or allow them to access a client\u002Dbranded CRM/Portal.\u000a\u000aPrimarily, I want each client to log in to their \u0022portal/CRM/workspace/circle\u0022 (or whatever we’re going to call it).\u000aIn that space, I want to share with them:\u000a\u000aMarketing reports (which can come from other systems) – do you support iframes? other solution?\u000a\u002D\u002D\u003E continue on the next comment

ActionMKT · Answer

\u002D\u002D\u003E\u003E\u000a2. Access their files \u002D we now use Onedrive\u002D can we sych those files or just show links to them?\u000a3. Manage client communication\u002D I guess this will be under \u0022projects\u0022\u000a4. Most important: ideally show them their own leads coming from their own website/s forms or other channels. We can either replace current forms or if you have some kinf of pixel soution with mapping it will be better.

ActionMKT · Answer

*Do you have a pixel to implement on external websites to track user history before they submit a form?
*if I can show clients these leads- will they be able to manage them like in a CRM or "view only"?
*if yes- do these clients count as internal users?
*Is the way to do that is via "circles"? other? Do you have guide to do something like this?
Apprecaite your answers! Thank you :)

Mike_SuiteDash · Answer

Hi there,\u000a\u000a1. Yes, we support iFrames\u000a2. You would be best off using our Files Toolkit, but for OneDrive, yes you could easily set up a Custom Field and use that to deliver bespoke links to each individual Client. (via data placeholder)\u000a3. Yes, definitely possible \u002D could be Projects yes, or you could employ the Secure Messaging Toolkit.\u000a4. This is a little more tricky... What you\u0027re getting is a single CRM, not multiple CRMs for each of your customers. Difficult to give you a perfect answer as I\u0027m not sure exactly how your business runs, but as of now I can\u0027t think of a way where you can collect leads into your single CRM and then somehow segment them and show them in a segmented way to specific clients. SuiteDash is not a multilevel framework in that way.\u000a\u000aHope that helps!\u000a\u000aThanks,\u000a\u000aMike

111257576997462295630 · Answer

So IFrames...? Does this allow one to add custom sidebar menu options that open other software or websites inside the platform to view as if it were all part of this software. For instance under CRM in the sidebar menu. Could I create a Marketplace menu selection that opens a fully fuctional fiverr like website inside the right side view box?
Or any other web portal to other products or services?

ActionMKT · Answer

Thank you fo ryour answers Mike.\u000aAbout #4 and clietns in general\u002D could you explain how a client loginto the system? what can they see and do? I understnad they are *not* counted as users, right?\u000aCan I limit what they see? can I show them only come \u0022circles\u0022? isn\u0027t that a segmentation of leads?\u000a\u000aYou did not answer my tracking pixel qustion\u002D do you have any? what is its functionality?\u000aThx!

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